Paraplanner Home Based

Recruiter
FM Top Jobs
Location
Farnborough
Posted
05 Apr 2018
Closes
13 May 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Are you an experienced Paraplanner looking to be part highly respected IFA firm that recognises their support team is a key part of being able to provide quality advice to clients?

The Company

This Independent Financial Advisory company was setup over a decade ago by a leading life and pensions provider. This firm has grown to approximately 170 employees across the country and has developed a substantial list of private clients and SME corporate clients who choose to use them for financial advice. They business support teams act as a key part of the overall service provided to their clients.

Roles and responsibilities

As a Paraplanner, your duty will be to review factfinds and meeting notes from their team of Financial Advisers to ensure they meet compliance guidelines and provide recommendations if a client’s financial needs could be better met or documented. You shall draft suitability reports and be involved in developing both internal and external relationships. Your role is key to ensure their private clients continue to receive quality advice meeting their financial planning needs.

Requirements to be considered

Candidates with holistic paraplanning experience and Level 4 Diploma qualified. This individual could be office based or be homeworkers. You must be able to commit to working from their head office in Farnborough at least once a week. Therefore, could be ideal for individuals seeking flexibility to work from home.

Benefits

Salary of £34,000 - £39,000 dependent upon experience
Plus, company benefits including PMI, income protection, 4x DIS, critical illness and pension
Mileage reimbursement for attending the office on days you are not contracted to be working from HO
Working as part of a highly respected name within Financial Services
Based in their head office (or home for experienced Paraplanners) with fruit and drink provisions and a relaxing environment
Joining an existing business support team of circa 10 Paraplanners

Apply now or call David Fletcher Regional Recuitment Consultant on (Apply online only)

Liability and Disclaimer
The information contained in our advert including any salary or on target earnings information are given in good faith and uses all reasonable efforts to ensure that it is accurate. However, FM TOP JOBS LTD gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by FM TOP JOBS Ltd
for any loss or damage which may arise out of any person relying on or using any information within this advert

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